HFO
Heritage Family Offices’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.88M | Hold |
6,161
| – | – | 0.95% | 25 |
|
|
2025
Q1 | $1.92M | Buy |
6,161
+171
| +3% | +$53.4K | 0.98% | 25 |
|
|
2024
Q4 | $2.11M | Buy |
5,990
+67
| +1% | +$23.6K | 1.05% | 20 |
|
|
2024
Q3 | $2.09M | Sell |
5,923
-20
| -0.3% | -$7.07K | 1.08% | 18 |
|
|
2024
Q2 | $1.8M | Buy |
+5,943
| New | +$1.8M | 1% | 19 |
|